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LVOLX vs VTSMX
LVOLX vs VTSMX Comparison
Open Charts LVOLX vs VTSMX
SGI US Large Cap Equity A
Price$18.21
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets224.53M
Vanguard Total Stock Mkt Idx I
Price$154.00
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
LVOLX vs VTSMX Comparison Chart in %
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LVOLX vs. VTSMX commentary
Aug 18, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is LVOLX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. LVOLX (225M). VTSMX pays higher dividends than LVOLX: VTSMX (1.09) vs LVOLX (0.17). LVOLX was incepted earlier than VTSMX: LVOLX (10 years) vs VTSMX (33 years). LVOLX (1.22) is less costly to investors than VTSMX (0.14). LVOLX is a more actively managed with annual turnover of: 194.00 vs. VTSMX (2.00). LVOLX has a lower initial minimum investment than VTSMX: LVOLX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 16.21 vs. LVOLX (-13.14). VTSMX return over 5 years is better than : 85.82 vs. LVOLX (-3.17).
| LVOLX | VTSMX | LVOLX / VTSMX | |
| Total Expense Ratio | 1.23 | 0.14 | 879% |
| Annual Report Gross Expense Ratio | 1.22 | 0.14 | 871% |
| Fund Existence | 10 years | 33 years | - |
| Gain YTD | 3.231 | 9.266 | 35% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225M | 1.91T | 0% |
| Annual Yield % from dividends | 0.17 | 1.09 | 16% |
| Returns for 1 year | -13.14 | 16.21 | -81% |
| Returns for 3 years | -3.77 | 46.80 | -8% |
| Returns for 5 years | -3.17 | 85.82 | -4% |
| Returns for 10 years | N/A | 202.54 | - |
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